Leveraging more than 30 years of experience in investment banking, mergers and acquisitions, and transaction advisory services, this investment banking and mergers and acquisitions expert witness provides analysis involving intermediary compensation disputes, investment banking fee disputes, business broker fee matters, transaction advisory relationships, and corporate growth strategy issues associated with mergers and acquisitions activity. Educational qualifications include a Bachelor of Science degree and a Master of Business Administration degree. The expert’s background encompasses both sell-side and buy-side transactions, debt and equity formation, acquisition negotiations, and advisory services involving private family businesses, private equity groups, and publicly traded corporations operating across numerous sectors of the economy. Areas of analysis include transaction structuring, intermediary engagement arrangements, acquisition strategy, and disputes concerning compensation arising from completed or proposed mergers and acquisitions transactions. Prior expert witness experience includes consultations, deposition testimony, and courtroom testimony involving investment banking services, intermediary relationships, transaction advisory matters, and acquisition-related commercial disputes.

Extensive involvement in corporate transaction activity has provided the expert with practical familiarity concerning deal processes, intermediary functions, acquisition strategy, negotiation practices, and financial advisory considerations relevant to complex commercial transactions and litigation matters. Additional areas of experience include strategic growth planning, acquisition fee disagreements, business brokerage compensation matters, and financial advisory issues affecting transaction-related business relationships. The expert has successfully negotiated and closed engagements involving businesses across a wide range of industries and maintains long-standing professional relationships throughout major financial and business markets in the United States and internationally. In addition to advisory and transaction work, the expert held a senior graduate-level faculty position for more than 12 years teaching management and business-related subjects and authored professional articles addressing negotiation strategy and transactional considerations within mergers and acquisitions activities.

Recognized for leadership within the mergers and acquisitions profession, the expert previously served as Board Member and Chapter President for the Association for Corporate Growth, Midwest Business Brokers & Intermediaries, and the Alliance of Merger and Acquisition Advisors, and currently serves as Midwest Chapter President for the Family Firm Institute. Professional activities additionally include mentorship, educational instruction, and industry leadership involving mergers and acquisitions advisory services, transaction negotiations, intermediary practices, and strategic business development matters.